AKSUM WEALTH, LLC is a leading financial services firm with 15 years of experience in providing expert advice to individuals, families, and businesses seeking to manage their wealth. With a team of skilled and experienced advisors, the firm offers personalized solutions to help clients achieve their financial goals. Services include investment management, wealth and retirement planning, estate and tax planning, and insurance planning.
The firm serves a diverse range of clients, including high-net-worth individuals, business owners, families, professionals, and retirees. With a fee-based compensation model, AKSUM WEALTH, LLC ensures its success is directly tied to its clients' success. The firm operates with a high level of transparency, providing full disclosure of potential conflicts of interest to clients.
Founded in New York City, AKSUM WEALTH, LLC has built a strong reputation for its personalized approach and excellent results. The company's assets under management total $500 million, with a team of 10 advisors. AKSUM WEALTH, LLC empowers clients to make informed financial decisions and manages and grows clients' wealth. Trust and transparency are at the core of the firm's values, making it a trusted partner for clients on their financial journey.
Capital Investment Services, LLC is a leading financial advisory firm that specializes in providing expert guidance to clients for all their capital investment needs. The firm's team of highly qualified advisors offers personalized and tailored investment solutions to match clients' unique financial needs and goals. They provide comprehensive investment analysis and ongoing monitoring to ensure clients make informed decisions. The firm has been in business for 15 years and manages over $500 million in assets.
With a team of over 20 experienced advisors, Capital Investment Services, LLC offers a range of financial services, including retirement planning, wealth management, tax planning, and estate planning. They work closely with clients to develop a long-term investment strategy that aligns with their risk tolerance and financial objectives. The firm caters to a diverse range of clients, including high net worth individuals, families, and business owners.
Capital Investment Services, LLC operates on a transparent fee structure, with clients paying a percentage of their assets under management. The firm ensures full disclosure of any potential conflicts of interest and requires all advisors to adhere to a strict code of ethics, ensuring they act in the best interest of their clients at all times. With a commitment to transparency, expertise, and personalized services, Capital Investment Services, LLC is a reliable choice for all your financial advisory needs.
WAYFINDING FINANCIAL, LLC is a top financial advisory firm that offers personalized solutions for individuals and businesses looking to achieve financial success. With over 100 experienced advisors, the firm provides expert guidance and support to help clients navigate the complexities of finance and make informed decisions. Founded in 2005, WAYFINDING FINANCIAL, LLC manages over $5 billion in assets and offers a range of services including financial planning, investment management, and tax and retirement planning. The firm serves a diverse group of clients, including individuals, families, small businesses, and non-profit organizations. As a registered SEC member and FINRA member, WAYFINDING FINANCIAL, LLC upholds a fiduciary duty to act in the best interests of its clients and may receive compensation from third-party products or services recommended to clients. With a team of qualified and dedicated advisors, the firm is committed to helping clients achieve their financial goals through transparent and ethical practices.
Comprehensive wealth management is a holistic financial advisory solution that focuses on creating a customized plan to help clients achieve their financial goals and secure their future. With the guidance of an expert advisor, clients can make informed decisions and navigate through complex financial situations. Research shows that clients who work with comprehensive wealth management advisors experience significant growth in their wealth, with an average 4.57% higher net worth compared to those who do not use such services. These advisors offer a range of financial services such as investment management, retirement planning, tax planning, and insurance planning, catering primarily to high-net-worth individuals with complex financial needs. They typically charge a percentage of the client's assets they manage, and their background often includes a degree in finance or accounting and professional designations such as Certified Financial Planner or Chartered Financial Analyst. Before working with an advisor, it is essential for clients to research their disclosures for any conflicts of interest or violations of industry regulations. In conclusion, a comprehensive wealth management advisor serves as a valuable expert in creating a stable financial future for their clients.
CHANEY CAPITAL MANAGEMENT INC. is a financial advisory firm that has been operating for over 20 years and has a proven track record of helping clients achieve their financial goals. With over $500 million in assets under management and a team of 10 experienced financial advisors, the firm offers personalized financial solutions to individuals, families, and businesses. They take a comprehensive approach to financial planning, considering a client's overall financial situation, risk tolerance, and long-term goals. Services offered include investment management, retirement planning, tax strategies, estate planning, and more. The firm operates on a fee-based structure, aligning their interests with those of their clients. CHANEY CAPITAL MANAGEMENT INC. caters to a diverse client base, including individuals, families, small business owners, and high-net-worth individuals. As a registered investment advisor, the firm prioritizes transparency and always discloses any potential conflicts of interest. With a strong background in the financial industry, CHANEY CAPITAL MANAGEMENT INC. is a trusted and reliable partner for all financial planning needs.